Sarah Sikorski, CPA, CFP®
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DIRECTOR, WEALTH MANAGEMENT
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4 Ways to Invest Your Chevron Incentive Plan (CIP)
Bonus time can be exhilarating – a large lump sum of cash that Chevron employees can use for many expenses – paying off debt, taking a vacation, or hiding under the mattress for a rainy day. But for...
BP HSA Tax Benefits & Investment Strategies To Consider in Open Enrollment
by Sarah Sikorski, CPA, CFP®
January 23, 2025
How the Pro-Rata Rule Impacts Your Backdoor Roth Contributions
by Sarah Sikorski, CPA, CFP®
January 23, 2025
How Mega Backdoor Roth Contributions Can Boost Your Retirement Savings
by Sarah Sikorski, CPA, CFP®
November 25, 2024
Saving for Retirement? 7 Ways BP Executives Can Save More in the ESP
by Sarah Sikorski, CPA, CFP®
June 26, 2024
How to Select Retiree Medical Health Benefits for BP Professionals
by Sarah Sikorski, CPA, CFP®
August 15, 2023
How to Evaluate BP Disability Insurance Costs & How Much You Need
by Sarah Sikorski, CPA, CFP®
February 21, 2023
BP Life Insurance Benefits: Do You Need It & How Much is Enough?
by Sarah Sikorski, CPA, CFP®
February 14, 2023
Shell Retirement Planning: How to Invest Your Shell Benefit Payouts
by Sarah Sikorski, CPA, CFP®
August 30, 2022
How to Use Cash Reserves as an Emergency Fund for Retirement
by Sarah Sikorski, CPA, CFP®
January 26, 2022
Tax Planning for Retirees: Navigating the Medicare and Social Security Tax Rates
by Sarah Sikorski, CPA, CFP®
January 06, 2022